See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,308 | $53,127-54.2% | $86,590-71.9% | $70,131-65.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 12.91% | 27.66%-14.7pp | 964.84%-951.9pp | 73.14%-60.2pp |
| Employer contribution / active EE | $2,571 | $2,068+24.3% | $2,839-9.4% | $2,342+9.8% |
| Participant deferral / active EE | $247 | $2,696-90.8% | $3,609-93.1% | $3,332-92.6% |
| Admin fee / account holder | $598 | $3,585-83.3% | $4,906-87.8% | $4,645-87.1% |